What if I'm amending due to a carryback claim?

If you are amending your return due to a carryback claim, write "Carryback Claim" at the top of page 1 of Form 1040-X.

Attach the following:

• Both pages of Form 1040 and Schedule A and Schedule D, if applicable, for the year in which the loss or credit originated. Write "Attachment to Form 1040-X--Copy Only--Do Not Process" at the top of these forms.
• Any Schedule K-1s you received from any partnership, S corporation, estate, or trust for the year of the loss or credit that contributed to the loss or credit carryback.
• Any form or schedule from which the carryback results.
• Forms or schedules for items refigured in the carryback year.